dealcloser
4 Case Studies
A dealcloser Case Study
Performance Paralegals, an Edmonton-based firm serving Alberta lawyers and accountants on corporate tax transactions, needed a faster way to manage document preparation and deal workflows. Before using dealcloser, Roberta Metivier spent weeks chasing signatures, scanning documents, and fielding constant client status calls, all of which slowed down transactions and added unnecessary manual work.
dealcloser provided Performance Paralegals with document and eSignature automation plus instant closing books, helping the team streamline transactions from start to finish. The result was a 33% reduction in office expenses in one year, about $3,500 saved annually on paper and toner, and roughly $2,000 in yearly net savings after subscriptions for the two-person firm, while also improving turnaround time and client experience.
Roberta Metivier
Senior Corporate & Tax Paralegal